Year-End Tax Planning: Thinking Outside the Box WEBCAST - presented by the Oregon Society of CPAs
Overview
Tax planning is more than an estimated tax calculation, it’s a process. Where are we now and what can we change? This timely program will highlight significant tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients! NOTE: The Season Ticket and Coupons are not applicable for this course.
Highlights
Discuss the most recent tax legislation, rulings and developments. Section 163(j) interest expense deduction. 21% corporate tax rate. Medicare tax on high income wages and SE income. Tax provision and 2025 extensions. Timing income and deductions. Alternative minimum tax (AMT) issues. 3.8% net investment income tax. Rediscovering Section 1202 QSBS. Reconsidering choice of entity.
Prerequisites
Basic working knowledge of the tax return preparation.
Designed For
Practitioners and members in industry seeking a general business and individual tax update or wishing to review key tax topics for planning and preparing client returns.
Objectives
Define the hot issues facing tax practitioners in planning for client returns. Apply key concepts to special client situations. Review of recent legislation and developments.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Douglas Van Der Aa
Doug Van Der Aa is a Tax Manager for the Grand Rapids, Michigan firm of Hungerford, Aldrin, Nichols & Carter, PC, CPAs and Consultants, where he specializes in the preparation and review of individual, corporate, estate, trust and partnership tax returns for small and mid-sized businesses; acquisition, and reorganization and financing of corporations, limited partnerships and limited liability companies; complex commercial real estate transactions (Section 1031 tax-free exchanges, leasing, purchase/sale); tax research and planning. Over the past 10 years, Doug has taught several accounting and tax courses for Grand Valley State University, Hope College and Davenport University, as well as served as a speaker for the Michigan Association of CPAs. Doug received his B.S. in accounting from Dordt College and his Juris Doctor from the University of Illinois. He is a member of the MACPA, Michigan State Bar, AICPA and the Economic Club of Grand Rapids.
Non-Member Price $245.00
Member Price $195.00